Introduction to BI Hub Reports

You can only view the reports from the BI platform that the admin has given you access to.

These reports can be categorized based on different parameters in various sections such as Favorites, My Folders, Hub Folder, BI Platform, and History.

All the reports have some general attributes and some common actions that you can perform on the reports from any section.

Report's Display view#

You can change the display of reports to List or tiles view.

List view: Default view.
Large tiles display the report's thumbnail along with the report's action items.
Small tiles display all the report's action items except for the thumbnail.

Report's Column Headers#

You can select the Column Headers to be displayed by selecting the Columns ( ) icon at the top right corner.

The drop-down list includes a list of custom attributes.

Name and Actions are the only default columns that cannot be hidden.

Name: Name of the Report
Actions: The actions that you can perform on the reports as mentioned in the below sections.

By default, the following report fields are displayed:

Views: Number of times the report has been viewed by you and other users.
Instance Name: Agent's instance name the report belongs to.
Folder Path: BI Hub platform location where the report is stored.

To filter the column headers check/uncheck the highlighted drop-down menu.

Filter and Sort Reports#

To display selected reports, use the filter ( ) icon next to the column(s).
To sort the reports in ascending/descending order click on the up/down arrow on the column name.
To re-arrange the column order, hold and drag the columns.

You cannot reorder the Name column, this column is always the first column by default.

User Actions on the report#

1. View a report#

Click on the report and the report either open within BI Hub or in a separate tab in the browser ( if you have toggled the Open report in new tab option ON ).

Multi-tab view#

You can open multiple reports at a time and switch between the tabs within the BI Hub application.

Report Tab view in BI Hub Application

Full screen view#

To view a report(s) in full screen view for presentation purpose, open the report then select the full screen ( ) icon.

Press 'Esc' to exit the full-screen mode.

2. Favorite the report(s)#

Mark the report(s) as favorite ( ).

3.Commenting#

Comment ( ) on a report for better collaboration. To mention another user in a comment select @ followed by the username. The respective user will be notified by email and in-app notification.

You can create/edit/delete your comments on the report.

By default, the comments are public and shared with all.

To make your comments private, check the Private box at the bottom of the comment section.

However, the private comments will be available and restricted to the user(s) who is mentioned by @username.

Enter your comments and select COMMENT.

4. Report details#

You can only view the report's details ( ) along with the custom attributes on the report.

You can also create your tags to enhance the Search functionality.

You cannot edit the report's details here. You must be an admin and use the Edit option to do so.

5. Open report in new tab#

To open a report in a separate browser tab, select the Open report in new tab ( ) icon next to the report.

6. Reload Report#

To refresh the report with live data, open the report and select Reload report ( ).

7. Add to My Folders#

You can add any accessible report(s) to the folders created in the 'My Folders' section in two ways:

Search and open any report, then select Add to My Folders ( ) icon.
Select report(s)/folder(s) from any section Dashboard/My Folders/Hub Folders/BI Platform/History, and then select Add to My Folders.
Next, you can either select any of the folders listed or create a new directory (hierarchy) by selecting "New Folder" and entering a directory name.
Select folders to add
Select Add Here.

These report's actions can be accessed from any of the sections.

SharePoint reports version history#

SharePoint reports are versioned in BI Hub that helps you to track how the reports have changed over a period of time.

Select the version history icon (highlighted) against any SharePoint report.

Version history icon

Following are the actions that you can perform on the versioned documents:

View: View report's changes made in that specific version history.
Restore: Revert back to the chosen version.
Delete: Delete a version. You cannot delete the latest version but the previous ones.
Version history logs

For the versioned docs, you can view information such as the Version number, Modified (date), Modified By (name), Size (file), Comments, and report's metadata.